Soa Wealth Advisors, Llc. Reduced Holdings in Q3 2024

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-145
- 0.22%
$161.02 - $200.0 $23.3K - $29K
66.8K $12.4M
NKE
Nike, Inc.

Consumer Cyclical
-4.8K
- 45.37%
$71.09 - $89.44 $341K - $430K
5.78K $510K
DIS
Walt Disney CO

Communication Services
-1.25K
- 9.65%
$85.6 - $98.61 $107K - $123K
11.7K $1.12M
UPS
United Parcel Service Inc

Industrials
-1.09K
- 12.13%
$123.32 - $147.38 $134K - $160K
7.89K $1.08M
BA
Boeing CO

Industrials
-289
- 12.62%
$152.04 - $190.6 $43.9K - $55.1K
2K $304K
ADP
Automatic Data Processing Inc

Industrials
-505
- 57.98%
$233.44 - $279.45 $118K - $141K
366 $101K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-534
- 20.88%
$256.4 - $289.78 $137K - $155K
2.02K $574K
MRK
Merck & Co., Inc.

Healthcare
-2
- 0.02%
$111.15 - $128.97 $222 - $258
8.57K $972K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.09K
- 31.54%
$191.76 - $263.26 $208K - $286K
2.36K $617K
OSK
Oshkosh Corp

Industrials
-457
- 24.7%
$97.2 - $116.02 $44.4K - $53K
1.39K $139K
QCOM
Qualcomm Inc

Technology
-1
- 0.06%
$156.12 - $209.64 $156 - $210
1.59K $270K
CVS
Cvs Health Corp

Healthcare
-886
- 34.42%
$55.81 - $63.18 $49.4K - $56K
1.69K $106K
DELL
Dell Technologies Inc.

Technology
-274
- 48.84%
$87.89 - $145.97 $24.1K - $40K
287 $34K
NMM
Navios Maritime Partners L.P.

Industrials
-1.92K
- 27.33%
$43.06 - $63.41 $82.8K - $122K
5.12K $320K
IWS
Ishares Russell Midcap Value E

ETFs
-426
- 26.63%
$119.52 - $132.25 $50.9K - $56.3K
1.17K $155K
SNOW
Snowflake Inc.

Technology
-265
- 84.66%
$108.56 - $143.02 $28.8K - $37.9K
48 $5K
IVV
Ishares Core S&P 500 ETF

ETFs
-294
- 6.36%
$520.18 - $576.82 $153K - $170K
4.33K $2.5M
SPOT
Spotify Technology S.A.

Communication Services
-97
- 78.23%
$290.16 - $384.01 $28.1K - $37.2K
27 $9K
EPD
Enterprise Products Partners L.P.

Energy
-966
- 12.66%
$27.88 - $30.0 $26.9K - $29K
6.66K $193K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-453
- 17.41%
$85.03 - $94.56 $38.5K - $42.8K
2.15K $200K
AOR
Ishares Tr Core Growth Allocat

ETFs
-422
- 38.47%
$55.15 - $59.31 $23.3K - $25K
675 $39K
D
Dominion Energy, Inc

Utilities
-619
- 36.24%
$48.01 - $58.53 $29.7K - $36.2K
1.09K $62K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-260
- 8.73%
$42.59 - $60.56 $11.1K - $15.7K
2.72K $137K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-496
- 49.95%
$41.9 - $48.26 $20.8K - $23.9K
497 $23K
VIG
Vanguard Dividend Appreciation

ETFs
-105
- 25.12%
$182.15 - $182.15 $19.1K - $19.1K
313 $57K
EW
Edwards Lifesciences Corp

Healthcare
-35
- 5.44%
$59.7 - $93.78 $2.09K - $3.28K
608 $40K
VGT
Vanguard Information Technolog

ETFs
-96
- 2.42%
$514.43 - $606.85 $49.4K - $58.3K
3.87K $2.27M
BME
Black Rock Health Sciences Trust

Financial Services
-483
- 15.83%
$39.94 - $42.41 $19.3K - $20.5K
2.57K $107K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-1.33K
- 14.45%
$10.84 - $11.33 $14.4K - $15.1K
7.89K $88K
GM
General Motors CO

Consumer Cyclical
-199
- 7.43%
$39.95 - $49.9 $7.95K - $9.93K
2.48K $111K
STAG
Stag Industrial, Inc.

Real Estate
-656
- 16.56%
$35.42 - $40.98 $23.2K - $26.9K
3.31K $129K
CCI
Crown Castle International Corp

Real Estate
-125
- 95.42%
$95.29 - $120.24 $11.9K - $15K
6 $0
CRM
Salesforce, Inc.

Technology
-126
- 8.62%
$238.42 - $276.53 $30K - $34.8K
1.34K $365K
GFS
Globalfoundries Inc.

Technology
-100
- 25.0%
$39.04 - $58.39 $3.9K - $5.84K
300 $12K
IWN
Ishares Russell2000 Val ETF

ETFs
-103
- 15.08%
$150.05 - $171.34 $15.5K - $17.6K
580 $96K
HPE
Hewlett Packard Enterprise CO

Technology
-333
- 18.88%
$16.1 - $21.44 $5.36K - $7.14K
1.43K $29K
GPS
Gap Inc

Consumer Cyclical
-285
- 78.51%
$19.42 - $24.62 $5.53K - $7.02K
78 $1K
F
Ford Motor CO

Consumer Cyclical
-417
- 25.26%
$9.71 - $14.55 $4.05K - $6.07K
1.23K $13K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-291
- 8.36%
$42.66 - $45.18 $12.4K - $13.1K
3.19K $143K
HPQ
Hp Inc

Technology
-150
- 36.59%
$32.02 - $38.11 $4.8K - $5.72K
260 $9K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-221
- 44.02%
$22.38 - $23.66 $4.95K - $5.23K
281 $6K
UTG
Reaves Utility Income Fund

Financial Services
-331
- 35.06%
$27.16 - $32.8 $8.99K - $10.9K
613 $20K
EA
Electronic Arts Inc.

Communication Services
-44
- 13.92%
$137.32 - $151.82 $6.04K - $6.68K
272 $39K
V
Visa Inc.

Financial Services
-140
- 4.99%
$253.74 - $291.56 $35.5K - $40.8K
2.67K $733K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-289
- 7.4%
$17.93 - $18.61 $5.18K - $5.38K
3.62K $67K
IONQ
Ion Q, Inc.

Technology
-325
- 92.86%
$6.57 - $9.71 $2.14K - $3.16K
25 $0
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-102
- 22.97%
$44.56 - $50.18 $4.55K - $5.12K
342 $17K
ABT
Abbott Laboratories

Healthcare
-100
- 10.55%
$100.07 - $118.13 $10K - $11.8K
848 $96K
AKRO
Akero Therapeutics, Inc.

Healthcare
-101
- 49.75%
$21.45 - $29.34 $2.17K - $2.96K
102 $2K
Activity Summary
Buys All Purchases 251 New Holdings 22 Increased Positions 229 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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